Name/Address System Settings
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Contents
Overview of NA001SET
The Name/Address System Settings screens allow to you set certain defaults for items such as address types, salutations, and base settings that determine how the system performs in certain situations.
NOTE: You must have the appropriate security level for the NASETUP function in order to access this screen. For information on DDI Connect Security, please reference this page: Security Function Maintenance
Modifying System Settings
To access the screen:
- Double-click Name/Address
- Double-click Setup
- Double-click System Settings. You will see this screen:
NOTE: You will only see the Yearbook tab if your organization is configured to use the Yearbook system
Base Settings tab
This screen will establish some overall Name/Address system settings.
| Field | Description |
|---|---|
| AI Code | This field designates the AI code to be used on records for deceased constituents. You can enter any existing AI Code here. For information on how to set up your AI Codes, please reference this page: AI Code Setup |
| Apply AI code when entering a deceased date | If this box is checked, when you enter a deceased date on a constituent record, the system will automatically apply the AI code designated in the previous field |
| Deletion code | This field establishes the default deletion code to use when a constituent is deleted. You can configure the available codes under Codes Maintenance. For more information on how to configure these codes, reference this page: Deletion Code Maintenance |
| Apply deletion code when entering a deceased date | If this box is checked, the system will automatically apply the above named deletion code to a constituent's record when a deceased date is entered |
| Name format | This field designates how the name fields appear on the Name/Address constituent records. The system default is PFM.LS (Prefix First Middle.Last Suffix) |
| Default country code | This establishes the default country code for any new constituent or account record. You can override the default when you are adding a record. The system default for this field is USA |
| Region label | If you modify this setting, the system will replace "Region" throughout the system with this new label. This enables you to customize the field to match your organization's terminology. For information on how to maintain Regions, please reference this page: Region Maintenance |
| Abbreviation | If you modified the region label, update this field to reflect an abbreviation of what the new label is |
| Community Label | If you modify this setting, the system will replace "Community" throughout the system with this new label. For information on how to maintain communities, please reference this page: Community Maintenance |
| Abbreviation | If you modified the community label, update this field to reflect an abbreviation of what the new label is |
| Region is required | If selected, the system will not allow a constituent record to be saved if it does not have the region field populated |
| Relationship codes for spouse | Enter the code or codes (such as SPOU and DP for spouse/domestic partner) that the system should consider as Spouse codes |
| AI codes to use for Account Information Code Totals report columns (up to 8) | Accommodates a comma-separated list of account-information codes (maximum eight) to include as columns in the AI Codes Statistics Report (NA12). For information on the AI Codes Statistics Report, please reference this page: AI Codes Statistics Report (NA12) |
| Enable alternate ID capabilities | If selected, the Alt ID tab will be activated on the constituent records. The Alternate ID (Alt ID) tab lets you track alternate IDs that were used for constituents in other systems. For information on configuring alternate IDs, please reference this page: Alternate ID Type Setup |
| Enable yearbook capabilities | If your organization will be using the yearbook module, you would select this box to enable those screens |
| Enable Zip+4 capabilities | Selection that activates nine-digit ZIP functionality in the Name/Address system. This automatically provides the correct nine-digit ZIP based upon the street address, city, and state provided on a new or modified constituent or account record |
| Use regional security | Selection that controls which constituent records are visible to a user based on their regions. If this option is selected, DDI-Connect determines whether the user can view a constituent record by the record’s region and the region(s) to which the user has access |
Address Types tab
The following fields are available on this tab:
| Field | Description |
|---|---|
| Default address type | This is an organization-wide default, and the system defaults this to H (Home). If you wish to change this field, you can click the list icon to the right of the field and select from a list of available options, or you can type the code in the field if known |
| Location address types | DDI-Connect mail-merge, reporting, and label functions must be able to find a “home” location address. The system uses this comma-separated list to satisfy this requirement by searching, in order, through the address types specified. This allows your organization to identify two or more different address types as a home or mailing address. The eventual address chosen may have an address type other than “home” or “H.” To set the order of the address types, select them from the list (in order of priority) by clicking the list icon to the right of the field. You can also type them in a comma-separated list |
| Mailing address types | DDI-Connect mail-merge, reporting, and label functions must be able to find a “home” mailing address. The system uses this comma-separated list to satisfy this requirement by searching, in order, through the address types specified. This allows your organization to identify two or more different address types as a home or mailing address. The eventual address chosen may have an address type other than “home” or “H.” To set the order of the address types, select them from the list (in order of priority) by clicking the list icon to the right of the field. You can also type them in a comma-separated list |
| Maximum width of an address | You can set the maximum width of an address to prevent it from carrying over into multiple lines |
Salutations tab
This screen establishes the system defaults for how DDI Connect displays salutations for the different account types. Please note that all salutations can be overridden on an individual basis on the Name/Address record. For information on entering Name/Address records, please refer to this page: Adding New Constituent
| Field | Description |
|---|---|
| Formal Salutation - Organization | This is the default formal salutation for all constituents identified as an organization |
| Formal Salutation - Church | This is the default formal salutation for all constituents identified as a church |
| Formal Salutation - Family | This is the default formal salutation for all constituents identified as a family |
| Informal Salutation - Organization | This is the default informal salutation for all constituents identified as an organization |
| Informal Salutation - Church | This is the default informal salutation for all constituents identified as a church |
| Informal Salutation - Family | This is the default informal salutation for all constituents identified as a family |
| Omit deleted or deceased spouses from salutations and labels | If this option is selected, the system will not display deceased spouses on mail merges, labels or other salutations |
| Always use full name for salutations | If selected, the system will default to always using a constituent's full name in the salutation |
| Generate formal salutations | Selection causing formal salutations to be generated as the system default. Note: Users can override the salutation format (formal versus informal) for each constituent or master account, and can often specify a preferred salutation when generating forms and mail merges |
| Always separate husband and wife | System default that formats formal salutations as, for example, “Mr. John Doe and Mrs. Jane Doe” rather than “Mr. and Mrs. John Doe.” |
| Print first names on combined formal salutations | This will cause “Mr. John Smith” and “Mrs. Jane Smith” to print with “Mr. John and Mrs. Jane Smith”. This option is helpful in cases where there are possible combinations such as Dr. and Reverend, or Dr. and Dr., etc. |
Attachments tab
This tab is related to the Automated Attachment Import (NA75). For information on how to use this feature, please reference this page: Automated Attachment Import (NA75)
| Field | Description |
|---|---|
| Base directory | Type or paste the path to the folder that will contain the attachments you'll be importing. You can also click the folder icon to select the location. NOTE: If you set a directory path here, the system will require that you import files from that location ONLY. If you do not set a location, you will be able to navigate to any folder containing files that you wish to import |
| Memo code | Set the default memo code for any attachments that are imported using this utility. You can select from a list of available memo codes by clicking the list icon to the right of this field. For information on how to establish memo codes, reference this page: Memo Code Setup |
| Category | Click the drop down arrow to the right of the field to select the memo category, if applicable. For information on how to configure memo categories, please reference this page: Memo Category Setup |
| Memo text | Enter the default text that you want added to the memo when importing attachments. This is a required field |
| Number of errors allowed before automatic attachment process is terminated | You can establish the number of times that the system will attempt to run the automatic import before terminating due to errors |
Yearbook Setup
Note: The Yearbook Setup tab is only enabled if the Enable yearbook capabilities option on the Base Settings tab has been selected. The tolerance levels entered on this tab will be used in future development. They will likely cause a warning message to display if a church provides yearbook information beyond the allowable tolerance percentage (when compared to the previous year). The save will still be allowed after the warning is issued.
| Field | Description |
|---|---|
| Total Membership | Allowable tolerance for changes in total membership |
| Participating Members | Allowable tolerance for changes in participating membership |
| Baptisms | Allowable tolerance for changes in baptisms |
| Transfers | Allowable tolerance for changes in transfers of membership |
| Average attendance | Allowable tolerance for changes in average worship attendance |
| Average school attendance | Allowable tolerance for changes in average school attendance |
| CWF members | Allowable tolerance for changes in Christian Women’s Fellowship membership |
| Local operating receipts | Allowable tolerance for changes in local operating receipts |
| Local capital receipts | Allowable tolerance for changes in local capital receipts |
| Total outreach | Allowable tolerance for changes in total outreach |
Toolbar Options
In addition to the Edit, Save, Undo and Exit, you have the option of viewing the change history for any screen within Name/Address setup. When you click the History button on the toolbar, you'll see the history screen:
For every field on the screen, you see the before and after details. Any recent changes will appear in bright blue font color. The change history shows you the date and time the change was made, as well as who made the change.
